Senior Partner
Russell Provan.
DipPFS
How I work
What do you help clients with most?
Retirement planning and inheritance tax planning. I help clients make the most of the allowances and tax-efficient options open to them, working alongside their accountant where tax advice is needed.
How would you describe the way you work?
Advice is all about listening. I let clients tell me what they want, then build the plan around it, with no preconceived ideas.
What do clients tend to say?
That I'm personable, careful with the detail and calm when markets are volatile.
Specialisms
Financial planning · Retirement planning · Returning to the UK
Outside work
Golf, horse racing, keeping fit and time with family.
Contact Russell
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The first conversation is complimentary, with no obligation to proceed.
